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AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$1.36M
3
+$1.25M
4
MU icon
Micron Technology
MU
+$754K
5
APP icon
Applovin
APP
+$748K

Top Sells

1
+$21.1M
2
+$6.19M
3
+$1.54M
4
SNV
Synovus
SNV
+$1.26M
5
MSFT icon
Microsoft
MSFT
+$906K

Sector Composition

1 Technology 14.46%
2 Financials 12.77%
3 Healthcare 10%
4 Industrials 8.06%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BTT icon
151
BlackRock Municipal 2030 Target Term Trust
BTT
$1.45B
$1.66M 0.14%
73,325
+2,013
AMD icon
152
Advanced Micro Devices
AMD
$738B
$1.63M 0.14%
8,024
+262
SSB icon
153
SouthState Bank Corp
SSB
$9.44B
$1.62M 0.14%
17,504
-334
LULU icon
154
lululemon athletica
LULU
$13.5B
$1.6M 0.13%
10,476
+153
HDV
155
iShares Core High Dividend ETF
HDV
$13.6B
$1.59M 0.13%
58,515
+7,865
CMCSA icon
156
Comcast
CMCSA
$85.6B
$1.58M 0.13%
54,861
+2,412
GD icon
157
General Dynamics
GD
$92.2B
$1.54M 0.13%
4,498
+5
SCHF icon
158
Schwab International Equity ETF
SCHF
$63.7B
$1.51M 0.13%
61,119
+56
ATO icon
159
Atmos Energy
ATO
$28.3B
$1.51M 0.13%
8,172
TDG icon
160
TransDigm Group
TDG
$67.8B
$1.48M 0.12%
1,280
+168
SOR
161
Source Capital
SOR
$372M
$1.48M 0.12%
31,977
+92
IJR icon
162
iShares Core S&P Small-Cap ETF
IJR
$104B
$1.45M 0.12%
11,637
-68
LRCX icon
163
Lam Research
LRCX
$402B
$1.42M 0.12%
6,637
+211
EPD icon
164
Enterprise Products Partners
EPD
$81.9B
$1.41M 0.12%
37,146
+5
GEV icon
165
GE Vernova
GEV
$233B
$1.41M 0.12%
1,610
-17
SPYM
166
State Street SPDR Portfolio S&P 500 ETF
SPYM
$143B
$1.4M 0.12%
18,295
+26
VPU
167
DELISTED
Vanguard Utilities ETF
VPU
$1.35M 0.11%
6,812
+820
CLX icon
168
Clorox
CLX
$12B
$1.35M 0.11%
13,020
+2,160
CFR icon
169
Cullen/Frost Bankers
CFR
$9.07B
$1.34M 0.11%
9,800
ICE icon
170
Intercontinental Exchange
ICE
$79.4B
$1.27M 0.11%
8,052
-41
SPGI icon
171
S&P Global
SPGI
$126B
$1.23M 0.1%
2,889
-449
ET icon
172
Energy Transfer Partners
ET
$65.5B
$1.22M 0.1%
63,030
INTU icon
173
Intuit
INTU
$77.7B
$1.2M 0.1%
2,769
+136
ITW icon
174
Illinois Tool Works
ITW
$72B
$1.19M 0.1%
4,569
-164
T icon
175
AT&T
T
$161B
$1.18M 0.1%
40,752
-17,212
5 6
7
8 9